|
|
2019 Award Nominations Are Open |
As in the past years, PLANSPONSOR/PLANADVISER editors are soliciting your help in identifying qualified candidates for each award. If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business.
Read more > |
|
A Mere 27% of Advisers Have a Formal Succession Plan |
When it comes to valuing and transitioning their business, 61% of advisers have a goal for the value, and 48% used a recurring revenue multiple to calculate that goal.
Read more > |
|
Western Region Sees Strongest Adviser Growth |
Of the 805,623 non-clerical employees of SEC-registered firms, more than half spend the bulk of their time providing investment advisory services or research.
Read more > |
|
Succession Planning Essential for Long-Term Advisory Growth |
Data shows many small business owners continue to work later in life, making them ripe targets for retirement advice and deep support with succession planning and wealth transitions.
Read more > |
|
Adviser Executives Expect Strong Headcount Growth This Year |
Polling its members, the Investment Adviser Association finds broad optimism about business prospects in the year; many firms report plans to grow headcounts by up to 10%.
Read more > |
|
Practice Differentiation and a Shifting Employment Landscape |
Following up on a broad discussion of market volatility, John Diehl, SVP of strategic markets for Hartford Funds, encourages advisers to consider new means to separate their service offerings from the competition; he also offers a sneak peek at some forthcoming research produced in partnership with the MIT AgeLab.
Read more > |
|
PANC 2018: The State of Adviser M&A |
With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model.
Read more > |